MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $378M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$960K
3
+$867K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$492K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$150K

Top Sells

1
+$2.43M
2
+$773K
3
+$234K
4
AVGO icon
Broadcom
AVGO
+$224K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$223K

Sector Composition

1 Technology 1.96%
2 Financials 0.36%
3 Industrials 0.26%
4 Consumer Discretionary 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.86K ﹤0.01%
163
202
$7.67K ﹤0.01%
259
203
$7.67K ﹤0.01%
38
204
$7.41K ﹤0.01%
262
205
$7.09K ﹤0.01%
50
206
$6.71K ﹤0.01%
+100
207
$6.58K ﹤0.01%
84
208
$6.14K ﹤0.01%
155
+2
209
$5.87K ﹤0.01%
17
-14
210
$5.84K ﹤0.01%
20
211
$5.81K ﹤0.01%
51
212
$5.64K ﹤0.01%
25
213
$5.51K ﹤0.01%
100
214
$5.48K ﹤0.01%
150
215
$5.25K ﹤0.01%
30
-15
216
$5.23K ﹤0.01%
+100
217
$5.05K ﹤0.01%
27
218
$4.54K ﹤0.01%
60
219
$4.51K ﹤0.01%
60
220
$4.33K ﹤0.01%
194
221
$3.96K ﹤0.01%
60
222
$3.65K ﹤0.01%
55
223
$3.62K ﹤0.01%
58
224
$3.58K ﹤0.01%
+40
225
$3.45K ﹤0.01%
25
7 8
9
10 11